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            Initiate the Onboarding Process

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Initiate the Onboarding Process

            To initiate the onboarding process for applicants, launch the sample Onboarding app, create a lead record for an applicant, and then convert the lead to an opportunity.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To initiate onboarding: Financial Services Cloud Extension OR FSC Sales
            To convert a lead:

            Create and Edit on Leads, Accounts, Contacts

            AND

            Convert Leads
            To relate the converted lead to a new opportunity: Create on Opportunities
            To relate the converted lead to a new opportunity: Create on Opportunities
            To relate the converted lead to an existing opportunity: Edit on Opportunities
            To avoid creating duplicate records when converting leads: Require Validation for Converted Leads
            1. From the App Launcher, find and select Onboarding.
            2. Click the Leads tab.
            3. Open the lead record and click Convert.
            4. In the Account section, create an account for the lead.
              If you’re converting a lead who works for an existing account, select the existing account.
            5. In the Opportunity section, enter a name for the new opportunity.
              If you’re converting a lead to an existing opportunity, select the existing opportunity.
            6. Check that the Record Owner and Converted Status are correct.
            7. Click Convert.

            When you convert a lead to an opportunity, the app creates an application form record with the information of the lead record. The application form stores the information of an application submitted for the product.

             
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